AGNCZ AGNC Investment Corp. - Fundamental Analysis
BEARISH
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AGNCZ Stock | Fundamental Analysis & Investment Insights
NASDAQ
Real Estate
REIT - Mortgage
Current Price
Live
$25.98
52W High
$25.99
52W Low
$25.0
At a glance
Key valuation, profitability, growth, and risk metrics.
Updated Feb 07, 2026
Market cap
N/A
P/E
N/A
ROE
15.1%
Profit margin
92.9%
Debt/Equity
6.89
Dividend yield
2.92%
AI Analysis
Powered by advanced machine learning algorithms
Confidence Score
85%
Analysis Accuracy
AGNCZ exhibits severe financial health concerns, evidenced by a Piotroski F-Score of 2/9 (indicating weak fundamentals) and a lack of an Altman Z-Score, which raises distress risk concerns. Despite extraordinary revenue and earnings growth (546.10% and 775.90% YoY), these gains are likely unsustainable and may stem from one-time or non-recurring factors. The company's Price/Book ratio of 2.76 is elevated, and its Debt/Equity ratio of 6.89 is dangerously high, especially with a current ratio of just 0.18. The dividend strength score of 20/100 and lack of analyst coverage further undermine investor confidence.
Key Strengths
Exceptional year-over-year earnings growth (775.90%)
High gross margin (100.00%) and operating margin (95.88%)
Strong recent price performance (6.4% over 1Y, 52-week range $25.00–$25.99)
High ROE of 15.08% despite low ROA
Significant revenue growth (546.10% YoY)
Key Risks
Piotroski F-Score of 2/9 indicates severe financial distress and weak operational health
Debt/Equity ratio of 6.89 is extremely high, signaling high leverage risk
Current and quick ratios of 0.18 and 0.17 suggest severe liquidity constraints
No Graham Number or intrinsic value estimate, indicating lack of defensive valuation
Dividend strength score of 20/100 and no payout ratio data raise sustainability concerns
Performance Snowflake
Multi-dimensional analysis across 5 key categories
Overall
39
Weak
40
65
50
20
20
AI Verdict
Weak
Key drivers: Low Piotroski F-Score (2/9), High leverage (Debt/Equity: 6.89), Extremely low liquidity (Current Ratio: 0.18), Lack of Altman Z-Score (distress risk unassessed), Unsustainable growth metrics
Confidence
85%
Value
40/100
Ref P/E, PEG, Graham Number
Positives
- Price/Book of 2.76 may reflect premium for growth potential
- Recent price near 52-week high ($25.99) suggests market attention
Watchpoints
- No Graham Number or intrinsic value estimate available
- Price/Book is elevated relative to sector average (avg P/E: 49.54, but no direct comparison)
- No P/E or PEG ratios to assess valuation relative to earnings
Future
65/100
Ref Growth rates
Positives
- 775.90% YoY earnings growth and 546.10% revenue growth indicate explosive short-term momentum
- Q/Q earnings growth of 682.00% suggests continued acceleration
Watchpoints
- Growth rates are likely unsustainable and may be driven by non-recurring factors
- No forward guidance or analyst coverage to validate future trajectory
Past
50/100
Ref Historical trends
Positives
- Consistent 1-year price appreciation (+6.4%) and strong 6-month performance
- Price has remained within a tight $0.99 range (52-week high: $25.99, low: $25.00)
Watchpoints
- No historical trend data beyond 1-year, limiting long-term analysis
- Lack of 50-day and 200-day moving averages prevents trend analysis
Health
20/100
Ref Altman Z-Score, Piotroski F-Score
Positives
- ROE of 15.08% indicates some return efficiency
- High operating margin (95.88%) suggests strong operational control
Watchpoints
- Piotroski F-Score of 2/9 signals severe financial distress
- Debt/Equity of 6.89 is dangerously high
- Current ratio of 0.18 indicates inability to meet short-term obligations
- No Altman Z-Score available, but low liquidity and high leverage imply distress risk
Dividend
20/100
Ref Yield, Payout
Positives
- Dividend yield of 2.92% is above average for REITs
- Stable annual rate of $0.76
Watchpoints
- Dividend strength score of 20/100 indicates poor sustainability
- No payout ratio data available
- High leverage and low liquidity undermine long-term dividend safety
Stock Price & Analyst Targets
Real-time price movements and analyst price targets
Current Price
$25.98
Multi-Horizon Performance vs Peers
Price momentum across 5Y → 1W horizons for AGNCZ and closest competitors.
Updated 2026-02-06
| Company | 5Y | 3Y | 1Y | 6M | 1M | 1W |
|---|---|---|---|---|---|---|
|
AGNCZ
AGNC Investment Corp.
Primary
|
+6.4% | +6.4% | +6.4% | +6.4% | +1.9% | +0.1% |
Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.
Historical Performance Trends
Long-term financial metrics and growth patterns
Revenue & Net Income
Profit & Operating Margins
Return on Equity (ROE)
Quarterly Revenue Growth
Historical data shows last 12 quarters (3 years)
Valuation Metrics
Key valuation ratios and pricing indicators
P/E Ratio
N/A
Forward P/E
N/A
PEG Ratio
N/A
P/B Ratio
2.76
P/S Ratio
N/A
EV/Revenue
55.01
EV/EBITDA
N/A
Market Cap
N/A
Profitability
Profit margins and return metrics
Profit Margin
92.93%
Operating Margin
95.88%
Gross Margin
100.0%
ROE
15.08%
ROA
1.65%
Growth
Revenue and earnings growth rates
Revenue Growth
+546.1%
Earnings Growth
+775.9%
Q/Q Revenue Growth
N/A
Q/Q Earnings Growth
+682.0%
Financial Health
Balance sheet strength and liquidity metrics
Debt/Equity
6.89
High debt
Current Ratio
0.18
Weak
Quick Ratio
0.17
Poor
Cash/Share
$15.56
Real Estate Sector Comparison
Comparing AGNCZ against 56 companies in the Real Estate sector
(1 bullish, 9 neutral, 46 bearish)
Return on Equity (ROE)
15.08%
This Stock
vs
-75.18%
Sector Avg
-120.1%
(Below Avg)
Profit Margin
92.93%
This Stock
vs
26.43%
Sector Avg
+251.6%
(Superior)
Debt to Equity
6.89
This Stock
vs
3.27
Sector Avg
+110.3%
(Higher)
Revenue Growth
546.1%
This Stock
vs
1431.44%
Sector Avg
-61.8%
(Slower)
Current Ratio
0.18
This Stock
vs
3449.18
Sector Avg
-100.0%
(Weaker)
Ownership Structure
Institutional and insider holdings breakdown
Ownership Breakdown
Top Institutional Holders
iShares Trust-iShares Preferred and Income Securities ETF
1,045,056 shares
• 2025-12-31
ETFis Series Trust I-Virtus InfraCap U.S. Preferred Stock ETF
498,038 shares
• 2025-10-31
VanEck ETF Trust-VanEck Preferred Securities ex Financials ETF
416,081 shares
• 2025-12-31
Fidelity Securities Fund-Fidelity Real Estate Income Fund
300,000 shares
• 2025-11-30
DoubleLine Income Solutions Fund
280,000 shares
• 2025-12-31
Advisor Managed Portfolios-Bramshill Income Performance Fund
270,962 shares
• 2025-12-31
Touchstone Strategic TRT-Touchstone Strategic TRT-Touchstone Flexible
162,201 shares
• 2025-09-30
-BHILL Managed Account Completion
98,193 shares
• 2025-12-31
Past News Coverage
Recent headlines mentioning AGNCZ from our newsroom.
Newest → oldest
No matching news yet.